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DODOCU

DocuSign, Inc.

$DOCU·$14B·Software - Application·Technology
$77.52+3.0%YTD+13.0%1Y+14.2%
Price updated 9h ago·X counts updated 4d ago
DODOCU
$DOCUDocuSign, Inc.
$77.52+3.04%103 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DOCU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

103X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DOCU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11

DocuSign is bullish on X — shares higher post-earnings, $339K into $67 calls expiring this Friday, and Trade Thesis Room framed 'AI will displace DocuSign' as wrong bear thesis. CFO on CNBC discussing results; recommendation position on for some time.

Read what X is saying about $DOCU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DOCU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

DocuSign had a quiet post-earnings beat and option flow stacked into Friday $67 calls — AI-displacement thesis is being pushed back on.

DocuSign is the e-signature standard — the sticky SaaS plus a growing contract lifecycle management business. Growth has moderated but profitability is solid.

  • The business is stable: Q1 revenue +7.8% YoY at a 9.3% operating margin and ROIC of 12% — slow top-line, decent profitability, with the AI-displacement bear case meeting a resilient subscription base.
  • The option-flow signal is specific: $339K into $67 calls expiring Friday — a dated bullish positioning setup, with the CFO appearing on CNBC and the Trade Thesis Room pushing back on 'AI will displace DocuSign' as the wrong bear thesis.
  • 52-week range position is 85% with volume at 61% of average — upper range on quiet volume, which is sustainable continuation; at 34x PE the stock is paying for durability.

Dec 3 Q3 is the gate — any revenue reacceleration past 10% plus IAM / Analytics product disclosure extends the move. A revenue deceleration or AI-displacement data point and the stock gives back the recent gain.

Agrees with X sentimentThe thread has substantive drivers — specific $339K into $67 calls expiring Friday, CFO on CNBC, Trade Thesis Room pushback on AI-displacement framing — all grounded signals, with the honest acknowledgment that a recommendation position has been held for some time.

What to watch: Dec 3 Q3 — subscription-revenue growth, Intelligent Agreement Management (IAM) metrics, net-revenue retention, and FY27 guide. A revenue deceleration or an AI-displacement data point is the clear invalidator.

On the calendar: 2026-12-03 — Q3 earnings

Read the AI verdict on $DOCU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DOCU.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $DOCU

Partial — E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$1.16$1.09+6.4%
Q1 2026Jun 4, 2026$1.09$0.99+9.7%
Q4 2025Mar 17, 2026$1.01$0.95+6.3%
Q3 2025Dec 4, 2025$1.01$0.92+10.3%
Next earningsThu, Dec 3·consensus EPS $1.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$836.9M+7.8%79.7%10.5%$0.45$350.2M
Q3 FY26$818.4M+8.4%79.2%10.4%$0.41$262.9M
Q2 FY26$800.6M+8.8%79.3%8.1%$0.31$217.6M
Q1 FY26$763.7M+7.6%79.4%7.9%$0.35$227.8M

Forward consensus

4-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.2B – $3.2B$3.79$3.75 – $3.8515
FY27$3.5B$3.5B – $3.5B$4.62$4.52 – $4.6814
FY28$3.8B$3.8B – $3.8B$5.21$5.09 – $5.3515
FY29$4.1B$3.9B – $4.2B$5.73$4.56 – $6.8410

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+44.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 185.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Paula HansenChief Revenue Officer3.3K sh$227KSellOct 1James P ShaughnessyChief Legal Officer12.0K sh$826KSellOct 1Allan C. ThygesenCEO26.3K sh$1.8MSellOct 1Wilderotter Mary AgnesDirector1.0K sh$69KSellSep 17Robert ChatwaniPresident14.7K sh$1.0MSellSep 16Wilderotter Mary AgnesDirector1.1K sh$77KSellSep 14Anna MarrsDirector548 sh$37KSellSep 10Teresa BriggsDirector548 sh$35KSellSep 10Peter SolvikDirector46.0K sh$3.0MSellSep 8Grayson Blake JeffreyCFO11.6K sh$754K
1–10 of 22
+ 58 other (32 exempts · 15 awards · 11 inkinds) in window

See when $DOCU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

DOCU (DOCU) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMay 123
AI summary

Rowan M. Trollope filed an initial Form 3 for DocuSign, Inc. (DOCU) as of May 2, 2026, reporting initial beneficial ownership as a new Section 16 insider upon joining the company's executive team or board. Routine compliance filing for the agreement cloud company.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

DocuSign (DOCU) appointed Rowan Trollope to its board of directors as a Class III director, effective May 2, 2026, to fill a vacancy. Trollope was also named to a board committee, as detailed in the filing. DocuSign is a leading provider of electronic signature and agreement management software.

+ 10 other (3 proxys · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Docusign Inc. (DOCU) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·21h agoHere's Why You Should Hold DOCU Stock in Your Portfolio Nowzacks.com·2d agoHere's Why DocuSign (DOCU) is a Strong Momentum Stockzacks.com·2d agoDocuSign (DOCU) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·3d agoDocusign and Salesforce Launch Intelligent Agreement Management Natively Across Salesforce to Power Agentic Agreement Workflowsprnewswire.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $DOCU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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